Caldwell Sutter Capital
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Caldwell Sutter Capital’s Bank of Montreal BMO Stock Holding History

Caldwell Sutter Capital’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$70.6K Sell
422
-20
-5% -$3.53K 0.03% 352
2026
Q2 		$78.1K Sell
442
-70
-14% -$11K 0.03% 342
2026
Q1 		$69.3K Sell
512
-24
-4% -$3.34K 0.03% 343
2025
Q4 		$69.6K Sell
536
-95
-15% -$12K 0.03% 319
2025
Q3 		$82.2K Sell
631
-104
-14% -$12.3K 0.04% 305
2025
Q2 		$81.3K Buy
735
+4
+0.5% +$403 0.04% 300
2025
Q1 		$69.8K Sell
731
-148
-17% -$14.6K 0.03% 316
2024
Q4 		$85.3K Buy
879
+27
+3% +$2.55K 0.04% 292
2024
Q3 		$76.8K Sell
852
-7
-0.8% -$597 0.04% 307
2024
Q2 		$72K Sell
859
-330
-28% -$30K 0.04% 307
2024
Q1 		$116K Buy
1,189
+35
+3% +$3.3K 0.06% 259
2023
Q4 		$114K Buy
1,154
+11
+1% +$918 0.06% 255
2023
Q3 		$96.4K Sell
1,143
-7
-0.6% -$615 0.05% 259
2023
Q2 		$104K Buy
1,150
+466
+68% +$41.2K 0.05% 246
2023
Q1 		$61K Buy
+684
New +$64.9K 0.04% 229

Other funds holding BMO

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Caldwell Sutter Capital's BMO Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Bank of Montreal (BMO) stake by 4.5% in Q3 2026, selling an estimated $3.53K and leaving 422 shares worth $70.6K. The position accounts for 0.03% of the portfolio, ranked #352.

Caldwell Sutter Capital first reported a position in BMO in Q1 2023 and has held it in 15 quarters since. The position peaked at $116K in Q1 2024. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Caldwell Sutter Capital held 422 shares of Bank of Montreal worth $70.6K as of Q3 2026.
  • Caldwell Sutter Capital sold 20 Bank of Montreal shares in Q3 2026, an estimated $3.53K.
  • Bank of Montreal made up 0.03% of Caldwell Sutter Capital's portfolio in Q3 2026, its #352 holding.
  • Caldwell Sutter Capital first reported a position in Bank of Montreal in Q1 2023 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Bank of Montreal position peaked at $116K in Q1 2024.
  • 567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.